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Wellspring Financial Advisors, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on IVV, newest first. How the timeline and the estimate are built.

Wellspring Financial Advisors, LLC held 4,794,502 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,794,502 shares
    Change vs previous 13F +4,389,884 shares

    22.93% of the 13F portfolio, value $347,204,860.

    13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 404,618 shares
    Change vs previous 13F +6,351 shares

    19.88% of the 13F portfolio, value $264,300,713.

    13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 398,267 shares
    Change vs previous 13F -4,904 shares

    21.62% of the 13F portfolio, value $272,816,652.

    13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 403,171 shares
    Change vs previous 13F -87,781 shares

    24.85% of the 13F portfolio, value $269,842,205.

    13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 490,952 shares
    Change vs previous 13F +8,044 shares

    30.68% of the 13F portfolio, value $304,831,889.

    13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 482,908 shares
    Change vs previous 13F -5,147 shares

    30.26% of the 13F portfolio, value $271,344,556.

    13F-HR 0001104659-25-049166 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 488,055 shares
    Change vs previous 13F +96,347 shares

    30.09% of the 13F portfolio, value $287,308,307.

    13F-HR 0001104659-25-012607 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 391,708 shares
    Change vs previous 13F not available

    27.02% of the 13F portfolio, value $225,944,981.

    13F-HR 0001104659-24-117416 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).